Find and View an Invoice

Steps to Find and View an Invoice

Related Help Guide Pages

• Finance Overview

• Invoices Overview

• Refund a payment on an Invoice

• View an Invoice's payment history

• Commit a temporary Invoice

• Cancel an Invoice

• Allocate a Credit Note to an Invoice

• Refunding a single line item on an Invoice

• Add a Note to an Invoice

• Add a task for me to chase an unpaid Invoice after 7 days

• Update the PO Number on an Invoice

• Edit the PO Number on a Booking

• Update the due date on an Invoice

• Generate an Invoice for a Product Purchase

When a customer reaches out with a query about an Invoice, you want to be able to quickly and effortlessly locate the invoice along with its complete history. Having easy access to this information allows you to address the customer’s concerns promptly and efficiently, ensuring a smooth and professional resolution.

Open

Follow this page to learn the steps for finding and viewing an Invoice.

Find and View an Invoice

Find and View your Invoice

This step will show you how to search and locate your Invoice to View.

1. From the Main Navigation Menu, select ‘Finances’ and then select ‘Invoices’

   Open

   

    

2. This will open the Invoices DataGrid

   Open

   

    

3. Use the available DataGrid filters and/or the search to find the Invoice you want to view. You can search by the Invoice reference number or Invoice ID

   Open

   

    

4. Right click the Invoice and select the 'View' option from the Context Menu

   Open

   

    

5. This will open an overall view of your Invoice

   Open